You can easily share access to your Beambox account with teammates. To get started, follow the below steps:
Head to your account dropdown menu and select Access:
Go ahead and select the New Teammate button:
Next, add in your teammate's email address:
You can limit your new teammate's access to your account by choosing one of the 3 options below:
Permissions Explained
Administration:
Your 5-step setup
Location management
Account and Notification settings
Finance:
Your billing overview
Invoices
Viewing/updating your payment method
Plan changes
Marketing:
Blasts/Interaction Emails and SMS messages
Embeddable forms
Review Automator
Integrations
Marketing settings (sender emails and QR code options)
Note: To give your teammate access to all features within the platform, select all three options 👇
How do invites work?
Your teammate will receive an email inviting them to create their own login credentials to join your account. Once they have created their login credentials, they will automatically be logged in.
Make sure to tell your teammate to check their Junk/Spam folder just in case 👍